‘YOUR AUDIENCE’ WORKSHEET

Below is a quick worksheet for you to fill out so that we can narrow down your audience and produce quality engagement for your business.

Company Information

What Is The Name Of Your Company?

What is your company’s “elevator pitch”?

What do you do, who do you help, and why should they care?

What is your organization’s origin story? Who founded it? When? Why?

The more detail you can give here the better. If you have this on your website or in internal documents, please feel free to copy + paste it here or link us to the necessary resources.
This information helps us craft one of the psychological triggers in our email copy - the “why” - which helps clients connect to your organization on an emotional level beyond what you do.
In our testing, we’ve found that email sequences that include this type of story outperform those without on all key metrics.

From a high level, how does your solution impact your target clients?

Top Competitors

In order of preference, 1-10, who are some of your competitors? We use them to mimic their audiences.

How is your solution different than your competitors?

Let's look at some statistics. Please try to include a mix of the following types of stats:

Customer success stats:
Examples -
Does your solution provide a savings over alternatives? If so, how much?
Does your solution save time?
Increase revenue?
Increase productivity?
Etc
A mix of stats, from the broad (X savings in a category over the year) to the specific (increase average deal size by X) is helpful.
Industry stats:
Examples -
Average cost of ____ is X, we can do it for Y (This type of comparison works best if you are comparing similar but different solutions. Example: Hiring 3 Business Development Reps vs. using Linked Strategies)
Companies waste X amount on this per year
Employee turnover costs organizations $/yr
X% of projects go over budget
And an easy one… Your company stats:
How many customers
Years in business
Etc.

What are the most common questions prospects ask about your service?

What are the usual objections to moving forward, switching providers, etc?

What hurdles do we have to overcome to get the business?

Do you have any high-profile/well-known clients we can mention for social proof?

Client Testimonials

Please include at least 3 (if possible). If you have a testimonials page where we can find this information, please link below.

Do you have any case studies, videos, or other collateral that might be helpful?

Please include links below...

Do you have any industry awards, press, or other items worth noting that would help you stand out?

Do you have messaging that you’ve used successfully before?

Audience Information

Locations

In order of preference, 1-10, where does your target market live?

Age Range

What is the age range of your target market? (Select all that apply)

17 or Younger

18-20

21-29

30-39

40-49

50-59

60-64

65 or older

Age Range Other Notes

Gender

What is the gender of your target market?

Male

Female

Gender Other Notes

Income Level

What type of income does your target market have? (select all that apply)

Under 50K

50K - 150K

150K - 250K

250K - 350K

350K - 500K

Over 500K

Income Other Notes

Job Titles

In order of preference, 1-10, what are some job titles of your target market?

Interests

In order of preference, 1-10, what are some interests that your target market has?

Purchasing Behaviors

What does your target market purchase?

Type of Industry

In order of preference, 1-10, what type of business is your target market in?

Size of Company

How big are the companies you want to target?

Less Than 10 Employees

10 - 49 Employees

50 - 99 Employees

100 - 499 Employees

500 - 999 Employees

1,000 - 4,999 Employees

5,000+ Employees

N/A

Any Extra Information

Provide any extra information about your target market that we might not have touched on.